See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,270 | $101,724-50.6% | $164,813-69.5% | $80,856-37.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 16.32% | 16.72%-0.4pp | 69.93%-53.6pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,183 | $2,953-59.9% | $4,341-72.7% | $2,755-57.0% |
| Participant deferral / active EE | $3,513 | $4,477-21.5% | $6,031-41.8% | $4,296-18.2% |
| Admin fee / account holder | $950 | $8,227-88.5% | $12,690-92.5% | $6,918-86.3% |